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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

42 hedge funds and large institutions have $135M invested in Nuveen Mortgage and Income Fund in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
14
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$9.17M
2
Wells Fargo
2
Wells Fargo
California
$11.5M
3
MIG
3
Mariner Investment Group
New York
$5.38M
4
PP
4
Paloma Partners
Connecticut
$3.5M
5
IA
5
Icon Advisers
Colorado
$3.49M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$6.79M
2
PAM
2
PT Asset Management
Illinois
$9.01M
3
EVM
3
Eaton Vance Management
Massachusetts
$7.43M
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17M 759,226 +37,413 +5%
Wells Fargo
2
Wells Fargo
California
$11.5M 512,299 +118,657 +30%
RCM
3
Rivernorth Capital Management
Florida
$10.6M 475,056 +100 +0%
RVPG
4
Relative Value Partners Group
$9.17M 409,223 +409,223 New
HCM
5
Hilton Capital Management
New York
– – – –
PAM
6
PT Asset Management
Illinois
$9.01M 402,158 -107,462 -21%
EVM
7
Eaton Vance Management
Massachusetts
$7.43M 331,535 -101,705 -23%
SCM
8
Saba Capital Management
New York
$6.79M 303,289 -378,897 -56%
PAIM
9
Punch & Associates Investment Management
Minnesota
$6.45M 287,930 +12,155 +4%
Bessemer Group
10
Bessemer Group
New Jersey
$5.43M 242,544 – –
MIG
11
Mariner Investment Group
New York
$5.38M 240,000 +108,866 +83%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.31M 192,436 +6,018 +3%
SIA
13
Sit Investment Associates
Minnesota
$3.9M 174,044 -15,057 -8%
KIM
14
Karpus Investment Management
New York
$3.88M 173,200 -5,575 -3%
PP
15
Paloma Partners
Connecticut
$3.5M 156,430 +56,544 +57%
IA
16
Icon Advisers
Colorado
$3.49M 155,794 +55,367 +55%
Morgan Stanley
17
Morgan Stanley
New York
$3.44M 153,457 -9,849 -6%
Invesco
18
Invesco
Georgia
$3.28M 146,586 -30,831 -17%
CS
19
Credit Suisse
Switzerland
$2.15M 95,812 +29,300 +44%
Citigroup
20
Citigroup
New York
$1.71M 76,462 -204 -0.3%
DBT
21
Dubuque Bank & Trust
Iowa
$1.27M 56,528 -3,253 -5%
IPC
22
Independent Portfolio Consultants
Florida
$1.01M 44,985 +1,190 +3%
BA
23
BlackRock Advisors
Delaware
$898K 40,072 – –
RGC
24
Roberts, Glore & Co
Illinois
$571K 25,475 +900 +4%
HB
25
Homrich & Berg
Georgia
$527K 23,528 -2,026 -8%
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